will government's massive surge in investment ... - Myiris.com

Apr-Jun 2013 Earnings Preview
Pharma
Nifty: Company & Sector Valuations
Wgt
(%)
Mcap
(Rs m)
No. of
Shares (m)
CMP
(Rs)
PAT (Rs m) EPS (Rs) PER (x)
2012 2013 2014 2015 2012 2013 2014 2015 2012 2013 2014 2015
41 Cipla 1.1% 318,358 802.9 397 11,442 15,449 15,136 16,575 14.3 19.2 18.9 20.6 27.8 20.6 21.0 19.2
Growth (%) 15.6 35.0 1.7 16.1 15.6 35.0 1.3 16.2
42 Dr. Reddy's 1.5% 382,279 170.0 2,249 13,009 16,772 19,027 21,051 76.7 98.7 112.0 123.9 29.3 22.8 20.1 18.1
Growth (%) 30.2 17.4 21.7 13.8 30.0 17.2 20.8 13.9
43 Ranbaxy Laboratories 0.3% 145,018 423.1 343 (28,997) 9,228 23,110 30,887 (68.7) 21.8 54.6 73.0 (5.0) 15.7 6.3 4.7
Growth (%) (131.8) 12.8 39.7 (13.4) (131.8) 10.0 37.8 (11.8)
44 Sun Pharma 2.1% 1,078,082 1,034.0 1,043 25,872 30,081 11,669 41,490 25.0 29.0 11.3 40.1 41.7 35.9 92.5 26.0
Growth (%) 42.5 16.3 30.8 19.6 42.5 16.1 31.0 18.2
45 Lupin 1.1% 370,753 447.7 828 8,677 13,142 15,542 18,453 19.4 29.4 34.7 40.9 42.6 28.2 23.9 20.2
Growth (%) 0.6 51.5 18.3 18.7 0.4 51.1 18.1 17.9
Total 6.0% 2,294,490 2,877.7 30,003 84,670 84,484 128,455 76.5 27.1 27.2 17.9
Growth (%) (51.3) 182.2 (0.2) 52.0
Source: Company Data, Bloomberg, PL Research
Real Estate
Nifty: Company & Sector Valuations
Wgt
(%)
Mcap
(Rs m)
No. of
Shares (m)
CMP
(Rs)
PAT (Rs m) EPS (Rs) PER (x)
2012 2013 2014 2015 2012 2013 2014 2015 2012 2013 2014 2015
46 DLF 0.4% 311,721 1,779.7 175 12,263 7,623 8,487 11,024 7.2 4.5 4.8 6.2 24.3 39.0 36.6 28.2
Growth (%) (20.5) (37.8) 11.3 29.9 (20.5) (37.8) 6.5 29.9
Total 0.4% 311,721 1,779.7 12,263 7,623 8,487 11,024 25.4 40.9 36.7 28.3
Growth (%) (20.5) (37.8) 11.3 29.9
Source: Company Data, Bloomberg, PL Research
July 8, 2013 184